Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas J. Stefanini has been a financial professional for over 34 years. Douglas is a registered representative with Cetera Investment Advisers LLC and has worked at various firms throughout his career. Currently, Douglas is also the owner of Totus Wealth Management LLC and Douglas J. Stefanini, both of which are DBAs for financial services and fixed insurance respectively. Douglas's extensive experience makes him a knowledgeable and trusted advisor. He is committed to providing his clients with comprehensive financial planning services to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
03/21/2024 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
01/03/2023 - 08/11/2023
M. S. HOWELLS & CO. (ATLANTA GA)
GA
03/01/2011 - 12/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
GA
01/03/2005 - 03/02/2011
SECURITIES AMERICA, INC. (ATLANTA GA)
OR
12/23/1994 - 12/31/2004
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
CO
01/11/1993 - 12/12/1994
SCHNEIDER SECURITIES, INC. (DENVER CO)
NJ
01/07/1992 - 12/24/1992
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
12/18/1991 - 01/10/1992
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
08/06/1991 - 12/18/1991
R.B. WEBSTER INVESTMENTS, INC.
NA
03/12/1990 - 08/09/1991
PRINCETON FINANCIAL GROUP, INC.
NA
04/19/1989 - 08/10/1989
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 07/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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